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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1726
Janiczek Wealth Management
Colorado
$97K +$20.1K +92 +31%
BDWM
1727
Brewin Dolphin Wealth Management
Ireland
$96.8K
1IA
1728
1834 Investment Advisors
Wisconsin
$92K -$62K -283 -44%
TSW
1729
Thompson Siegel & Walmsley
Virginia
$92K -$2.41K -11 -3%
WCG
1730
Weaver Consulting Group
California
$92K +$2.19K +10 +3%
ME
1731
McIlrath & Eck
Washington
$90K -$6.13K -28 -7%
SWM
1732
Selective Wealth Management
Virginia
$88K -$10.3K -47 -12%
EA
1733
Emerald Advisers
Pennsylvania
$84K
BG
1734
Bollard Group
Massachusetts
$83K
PCTC
1735
Perkins Coie Trust Company
Washington
$82K
AssetMark Inc
1736
AssetMark Inc
California
$81K +$438 +2 +0.6%
CB
1737
Community Bank
New York
$79K -$184K -841 -73%
MF
1738
Manchester Financial
California
$76K
FFA
1739
Founders Financial Alliance
North Carolina
$75K +$65.2K +298 New
HI
1740
Hudock Inc
Pennsylvania
$74K
PMFA
1741
Plante Moran Financial Advisors
Michigan
$74K +$33.9K +155 +111%
CYG
1742
Clean Yield Group
Vermont
$71K
IRC
1743
Investors Research Corp
Georgia
$68K
HCP
1744
Hexagon Capital Partners
Arkansas
$66K +$62.8K +287 New
TVWM
1745
Tower View Wealth Management
Wisconsin
$65K -$3.28K -15 -6%
MWP
1746
Meridian Wealth Partners
Pennsylvania
$65K +$2.85K +13 +5%
KIG
1747
Kessler Investment Group
Indiana
$63K
LWA
1748
Lenox Wealth Advisors
New York
$63K +$6.79K +31 +14%
EIP
1749
Ellis Investment Partners
Pennsylvania
$62K
Kayne Anderson Rudnick Investment Management
1750
Kayne Anderson Rudnick Investment Management
California
$60K -$11.4K -52 -18%